Silicon Valley Capital Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Silicon Valley Capital Partners’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.25M	Sell	15,499 -2,276	-13%	-$337K	0.22%	40
2025 Q4	$2.51M	Sell	17,775 -2,206	-11%	-$307K	0.23%	38
2025 Q3	$2.75M	Sell	19,981 -1,212	-6%	-$162K	0.26%	38
2025 Q2	$2.78M	Sell	21,193 -4,605	-18%	-$577K	0.29%	36
2025 Q1	$3.28M	Sell	25,798 -1,733	-6%	-$224K	0.43%	31
2024 Q4	$3.44M	Sell	27,531 -11,223	-29%	-$1.45M	0.38%	36
2024 Q3	$4.97M	Sell	38,754 -83,711	-68%	-$10.3M	0.65%	33
2024 Q2	$14.5M	Sell	122,465 -1,267	-1%	-$149K	2%	13
2024 Q1	$14.8M	Sell	123,732 -27,044	-18%	-$3.06M	2.21%	12
2023 Q4	$16.5M	Sell	150,776 -4,284	-3%	-$443K	2.77%	9
2023 Q3	$15.7M	Sell	155,060 -230,579	-60%	-$24.2M	2.95%	9
2023 Q2	$40M	Buy	385,639 +34,268	+10%	+$3.49M	7.47%	4
2023 Q1	$35.5M	Buy	351,371 +24,301	+7%	+$2.48M	7.43%	4
2022 Q4	$33.6M	Buy	327,070 +308,532	+1,664%	+$31M	7.7%	4
2022 Q3	$1.67M	Sell	18,538 -3,714	-17%	-$365K	0.36%	21
2022 Q2	$2.14M	Sell	22,252 -21	-0.1%	-$2.15K	0.44%	17
2022 Q1	$2.39M	Buy	22,273 +2,612	+13%	+$277K	0.39%	17
2021 Q4	$2.1M	Sell	19,661 -150,885	-88%	-$15.6M	0.33%	19
2021 Q3	$16.7M	Sell	170,546 -14,079	-8%	-$1.42M	3.18%	11
2021 Q2	$18.4M	Buy	184,625 +25,679	+16%	+$2.55M	3.66%	11
2021 Q1	$15.1M	Buy	+158,946	New	+$14.5M	3.32%	10

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Silicon Valley Capital Partners's MGV Position: Q1 2026 in Review

Silicon Valley Capital Partners reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 13% in Q1 2026, selling an estimated $337K and leaving 15,499 shares worth $2.25M. The position accounts for 0.22% of the portfolio, ranked #40.

Silicon Valley Capital Partners first reported a position in MGV in Q1 2021 and has held it in 21 quarters since. The position peaked at $40M in Q2 2023. 571 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

Silicon Valley Capital Partners held 15,499 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.25M as of Q1 2026.
Silicon Valley Capital Partners sold 2,276 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2026, an estimated $337K.
Vanguard Morningstar Mega Cap Value ETF made up 0.22% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #40 holding.
Silicon Valley Capital Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
Silicon Valley Capital Partners's Vanguard Morningstar Mega Cap Value ETF position peaked at $40M in Q2 2023.
571 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.